Field

Description

In Module

Select the Module you are using from the drop down list

Merge Category

The name of the merge category

Is this category based on a stored query

Select to state that the category is based on a stored query rather than a inbuilt query.

NOTE: Click stored query to go to the Stored Queries form

View Records

Opens a datasheet with all the records from the query associated with the category

Query Name

Select the Query Name from the drop down list

Data File Name

The name of the data file

Edit Query Name & Data File

Click to be able to edit the Query Name and data file information

Module that uses this Category

Select the module that uses this query

Category Description

A description of the category

WARNING: Contact SchoolPRO staff to find out which selections options apply to which queries

Select by Name

Select to be able to filter the merge documents in the category by name

Billing Select

Select to be able to filter the merge documents in the category by billing information

Select Address Type

Select to be able to filter the merge documents in the category by address type

Subject Select

Select to be able to filter the merge documents in the category by subject

Select by Behaviour

Select to be able to filter the merge documents in the category by behaviour

Delete Merge Document

Click to delete reference to the selected Merge Document

Attach Data Source

Click to attach the data source to the word document listed in the Document File field

Add Category

Click to add a new mail merge category

Delete Category

Click to delete the selected mail merge category

Create a New Merge Document...

Opens Merge Document Wizard to take you through the process of creating a new mail merge document

Done

Close the form and saves the data on the form

See Also

Merge Document Summary - Document Properties tab

Merge Document Summary - Do Merge tab